As a Wealth Advisor at Wealth Management at UW Credit Union, my primary responsibilities include meeting with clients to discuss investment accounts and retirement planning. I've been working in the financial services industry since 2012, and during this time, I've had the pleasure of helping many individuals navigate their financial journeys. I hold a Bachelor of Science in Personal Finance from the University of Wisconsin at Madison, and over the course of my career, I've obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
What motivates me in my work is the idea that financial planning is like a puzzle with numbers. I enjoy the challenge of putting together the pieces to create a comprehensive financial plan. Additionally, I get to meet a lot of great people with interesting stories, which makes my job even more fulfilling. I firmly believe that the greatest value I can provide for my clients is striving to make complex investment ideas seem simple. My goal is to help demystify the world of finance and help my clients make informed decisions about their money. I like to plan with balance, helping clients live a full life in the present while also planning for their future.
I currently live in my hometown of Waukesha, Wisconsin, with my labradoodle, Jasper. When I'm not helping clients with their financial planning, I enjoy spending time with my five nieces and nephews. Family and friends are incredibly important to me, and I cherish the moments we share. In addition, I enjoy playing computer games online with friends. It's a fun way to relax and stay connected with my social circle.